Maridea Wealth Management
Firm details
- Headquarters
- Brooklyn, New York
- CRD number
- 325523
- Registered since
- January 31, 2024
- Website
- www.marideawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.65%
- HNWI42.7%
- Pension & Profit Sharing Plans2.61%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Maridea Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies as a capital allocator and serves a mix of individual, family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Billing methods are mixed: percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor and reports affiliations with other investment advisers, accountants and insurance companies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities26%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Other2%
Owners & executives
3 of 6
Nicholas Crow
Chief Operating OfficerCRD 6280566
Michael Walsh
CEOCRD 721648
Kenneth Bauso
Chief Investment Officer & Investment AdvisorCRD 3129411
Contacts
3 of 34
Thomas Jacobs
Investment Advisor and Portfolio ManagerCRD 5840128
Marc Gagni
Managing MemberCRD 5898172
Misty Marlowe
DirectorCRD 4508270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklyn, NY
Kings
Location
Brooklyn, NY
Headquartered in Brooklyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Kings
- Address
- 25 Kent Ave
- Time zone
- ET (UTC-5)
- Office locations
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